ProWorkflow

Vorteile

My team uses Proworkflow to manage our web design and application build projects. It’s a great tool for seeing projects at a bird’s eye view and for keeping individual tasks on track.

Nachteile

The communication and messaging tools could be a bit better. Not to say they are bad, but that is the weak point for me.

Vorteile

Data input and how it translates to reporting. Seeing data and real-time Job progress on all levels (product production status, burn rate, profitability, etc.)How easy it is to use and figure out. If you don't know how to do something or if a feature exists, you get the answer from support in less time that you think. This system is easy to grow with.

Nachteile

There are little things here and there that are more about my preference that I'd like to see, but does not hinder me in any way and is more about user experience. Not even worth bringing up because it may not be relevant enough to the majority. I'm too happy with the system to complain about anything, to be honest.

Vorteile

It's pretty good for timesheets, and the price is good.

Nachteile

If your projects mostly have fixed fees and payments linked to milestones, don't pick this software. It's geared for time and expense payments only.

Vorteile

I like the ease of functionality on this software. I love being able to toggle between my work and my users and the ability to categorize projects, tasks, etc. The archive function is amazing and very easy to use. The ability to communicate between customers and my staff with the software is very smooth as well. Also, the ability of my customers to respond directly in their email inbox was a game changer. In the world where everyone has a million sites and passwords to remember, they don't necessarily have to remember this one in order to do business with us. My [SENSITIVE CONTENT HIDDEN] and I also really like the reporting that is available for staff time reporting, monthly project updates, etc.

Nachteile

I feel like the app could use work. Honestly I don't use it and my clients tend not to use it as well. It's a bit hard to navigate to specific projects and the view is a lot different than the website so it's hard to communicate with them where they need to go.

Vorteile

The customization is unmatched. You can really make this exactly what you need it to be. I have a very creative and visual brain but need to stay organized. This allows me to create what works best for my brain and has changed the game for onboarding clients, running projects and much more. I now come across like a type-a CEO.

Nachteile

I wish there was more automation. That would be really great. I had tried out dubsado for this, but it is a really crap product in comparison. It automates and love the templates they had, but when it came to project management, there's no comparison.

In Betracht gezogene Alternativen

Trello, Basecamp und monday.com

Warum ProWorkflow gewählt wurde

PWF checked all the boxes. Accelo was close, but it wasn't as intuitive and not as customizable and the UI is so much better with PWF. I'm a designer. I need this to look great and work with my creative brain.

Zuvor genutzte Software

Accelo

Gründe für den Wechsel zu ProWorkflow

Again, ease of use, features were unmatched, customizability, and it just looks great.

Vorteile

Easy to use
Easy to customise
Easy to track time and projects
Connects seamlessly with xero

I love it, I tested many demos, it has an attractive interface, accuracy, great support - this task management system gets a 9.8/10 from me :)

Nachteile

Sadly there is no pause button on the timer

When invoices transfer to xero they keep the hourly rate - so I can't activate auto invoice reminder in xero otherwise i have to remove that rate off each task (no time for that)

Large scale project management and team communication tools could have improvements made

Vorteile

Proworkflow requires minimal effort to stay on top of your business. I think the importance of this gets overlooked too often. Setting Quotes and invoices are minutes at most, and setting projects and adding tasks can be done on the fly with little investment of your time. You can see the impact on resources scheduling before you even finish setting up your planning your tasks. I don't have enough words how valuable of a tool this has been without scrambling our brains to operate.

Nachteile

If you need a more sophisticated system for proposals and invoices Proworkflow is not there. It will give you just enough flexibility to customize a quote and send your invoices to quickbooks/Xero directly from a quote or proposal. But if you need quote/proposal templates for multi page terms and conditions, and percentage invoicing or progress billing, be prepared to do these manually.

In Betracht gezogene Alternativen

Avaza, Kantata, ActiveCollab und Teamwork.com

Warum ProWorkflow gewählt wurde

Bqe had too many steps to start a project for our fast paced architectural busoness. We are a small firm, so we will not have a full time person dedicated to managing the system. We just needed to take changes that are thrown our way and get it into the project management system fast and capture all the time, and progress. Quotes should be able to get done in minutes to get a small project signed off on.

Gründe für den Wechsel zu ProWorkflow

Proworkflow had the least amount of on-boarding required while having the most features. Their support team was great at teaching us how to use it, at no cost.

Vorteile

This software has a perfect team integration, custom field addition and also the integration of other financial softwares. Aside from the appealing interface, I love the fact that it easily connects with zero with an excellent tracking tool.

Nachteile

Its almost impossible to duplicate a recurrent project,I believe such should be possible knowing fully well this is a monthly project. Another issue i have which must be considered is on the purchase of full account access on each of our contractors, its not economical if we have to purchase account access for 25 contractors who seldom use the software except when needed.

Vorteile

- Great support for Agile sprints, you can tell that the Agile methodology was thought of in the product's design, offering so many tools and features that enable working on sprints and other fast-paced projects.

- Nice Milestone and Kanban visualisation as well. As I said earlier, points your attention to the most important thing to note; straight to the point.

- Great value for money too.

Nachteile

- Not great support for all invoicing scenarios; that would be useful to integrate into some projects that perhaps require follow-on funding or fractional and/or incremental payments.

- It doesn't have great support for extra-platform communication with colleagues and third parties that are outside the platform, this could be useful when interfacing with clients who may not be registered users

In Betracht gezogene Alternativen

Trello und Bitrix24

Gründe für den Wechsel zu ProWorkflow

Because ProWorkflow offered the right balance between fair-pricing and a rich feature set.

Vorteile

ProWorkflow allows my team, and cross-department teams, to collectively manage projects and keep track of time spent and various details and assets.

Nachteile

The communications and alerts are sometimes not incredibly intuitive. It's not a huge problem, but could benefit from slightly different styling or functionality.

Vorteile

Pro Work flow is a great software tool to help and business owners stay on track with projects and tasks. It also help the clients stay organized with there business.

Nachteile

Its an over great software tool to have.

Vorteile

• Support. The PWF team is the gold standard of customer service!!
• Value
• Ease-of-use
• Using the platform has broadened awareness of what it really takes to complete a project (both from a time and budget perspective)
• Ability to estimate jobs prior to work commencing
• Project templates
• Organization-wide project visibility
• Project and task visibility increases accountability because resources and deadlines are clearly articulated.
• Scalable platform

Nachteile

• Unfortunately we cannot give all team members visibility to the reporting features due to client confidentiality reasons. It puts an extra burden on the admins to provide reports (which is totally manageable at this time) but ideally you could set reporting permissions on a client level.

Vorteile

Proworkflow is simple to use and the customer service is excellent. It enables us to readily manage client engagements and individual tasks and is a great tool for recording and billing time.

Nachteile

I think the only way of recording expected hours worked for part time and casual staff is to set any days they don't work as "out of office" or "vacation". This makes it challenging for forward managing projects against available staff time.

Vorteile

ProWorkFlow has been essential for our business. It is so easy to use and keeps our projects and tasks organized and easy to manage. Our clients are onboarded easily and they like it because they can always see where their projects are at. Our employees love it because it makes it clear what they need to work on each day. We can organize tasks by priority and by the deadline. The software is so versatile and as our business processes morph over the years, ProWorkFlow morphs along with us.

Nachteile

One thing that could be improved are adding an option to create auto-generated reports. This way we could send an automatic monthly report to our clients on all tasks/jobs completed and they can easily see what was worked on for them over the month.

Vorteile

Projects. Tasks. Task Templates. Categories. Built-in Gantt chart (customers love it). Customer tracking. Build-your-own reports. Multiple ways to track time are built-in. Integration with Zapier is smooth.

Nachteile

It integrates with Quickbooks desktop, but I didn't like how it moved over hours and rates. PWF uses a lot of hover menus to keep the interface clean, but if you don't know where to click, you'll miss functionality. The color contrast is very light for older eyes.

Vorteile

This software does so much more than people realize, it is great for the entire company to use for reports, time management, billing, employee tracking.

Nachteile

It is sometimes difficult to reach someone for support, since this company is based in another country

Vorteile

Timesheets are great giving the time of day, assigned projects and notes for documentation.
Projects section is good with the budget, staff assignments and notes sections.
Invoices are easy to create.

Nachteile

There should be an option to mark time as billed and a summary for all unbilled time by the project with the estimated billing amount for tracking. Our projects are completed over the course of a year with bi weekly billings but finding out what was and was not billed is a pain. Quickbooks online timesheets has this built in and it seems like that should be a simple add on to PWF.

Vorteile

It's very intuitive and easy to use. I love the upgrade they released a while back that allows you to drag/drop the tasks in order.

Nachteile

I feel like I could be using it even better and more efficiently than I currently am.

Vorteile

Super easy to use; great customer support; great training videos and on-boarding; robust features at a reasonable price

Nachteile

Specifically for marketing/advertising agency...a client proofing/review feature would be great, along with better asset management specific to a project/client. A more robust client portal would be great, too.

In Betracht gezogene Alternativen

Basecamp und Lytho Workflow

Vorteile

Variety of ways of tracking time (from pre-planning the day or week to tracking as you work)
Mobile app as well as other online apps work well.
Project planning and allocating time for tasks are great to analyzing how much time to allow for projects and tasks.
Templates for tasks / workflows makes it easy to plan out projects.
Integration with Google maps is very handy when traveling to client's homes or project sites.
Integrates well with Xero, after company is manually added into Xero (see con below), for sending over invoices and keeping track of invoice payments.

Nachteile

I like knowing what features / improvements are in the works for software / online tools I use. With PWF there really isn't a way of knowing what's in the planning stage from the developers.
Xero integration would be better if we could import companies / contacts into Xero rather than having to add to Xero manually.
Events would work better if they would show on task lists. Currently the only place to see them is on the calendar view.

Vorteile

We enjoy being able to load a task template each month for repeating projects.
Also having multiple people able to track their time in the projects from various locations.
Being able to print reports of tasks and times inside of the projects.

Nachteile

It is a bit "buggy" in certain browsers - ie Can't seem to be able to create a pdf (in chrome) when wanting to print a "tasks and time" report so I just "print" it and then save as pdf that way....also, unable to open new project and use template in one of the browsers (Safari I think). There is usually a workaround though.

I find the archive section a little difficult to navigate when I need to search for quite a few archived projects ie when you hit the back button it takes you out of the archive page, but perhaps I've overlooked something.

Vorteile

Very easy to use
API with call
Intuitive
Flexible

Nachteile

The ability to copy jobs
Certain issues around invoicing e.g.from a quote the invoice sometimes doesn't appear in the job
Lack of customised reports (even if a higher monthly cost)
Lack of centralized "storage" e.g. For documents that need to be emailed out with every job

Vorteile

The support team and response times have been amazing.

Nachteile

The fact that the mobile app was discontinued, and that for two years of being with the platform there doesn't look like there have been changes to support the changing needs of project management.

Vorteile

I like the functionality and how intuitive it is to use. This product is robust but not overwhelming.

Nachteile

I feel like if reports could be sent in emails automatically. Or say, when a project is 75% complete, the project manager is notified by email, that would be helpful!

Vorteile

The software helps you compartmentalize if you were in experience you can search the software and it will help you launch your business. It has many features that will get you organized.

Nachteile

Time difference for customer support. Sometimes it was difficult to get a response when we needed it.

Vorteile

The user interface is fantastic. Super clean. Easy to navigate and made overall learning curve for all users nice and short. One thing I learned after a couple of years of having deployed other work/project management software is that the software is only useful if people use it. Sounds obvious, but if something is complex and requires lots of time to learn, or the user interface isn't quite as intuitive, then the adoption rate won't be as high and the entire purpose gets defeated. PWF is so thoughtfully laid out and the features are in obvious places that basic users were able to be effective after just a few minutes of hands-on exploring. Our adoption rate was nowhere near these levels prior to deploying PWF.

Nachteile

The feature set compared to some of the bigger competitors in this space was a little less robust. However, depending on what you need it may be just fine, as it was for us. There were some things that others had that PWF did not, but for us those were less critical. My one gripe is that the development of this software has gone in fits and spurts. We've been with PWF for almost 5 years now and just recently did we start to see developments/improvements be deployed at a somewhat regular cadence. Again though, we made the decision to go with PWF based on its featureset originally so the new improvements are just gravy to us.

Vorteile

I've been using ProWorkflow for over a decade. The time tracking, custom task templates, messaging and client interface make it a critical part of my business. The few times I have had to contact customer service they have been responsive and exceptionally helpful. ProWorkflow is the administrative backbone of my business. At a glance I can see where a project is, how much time has been spent on it, what tasks have been completed and which ones are outstanding. I can add documents, notes and information specific to each project. When a project completes, it is archived and very easy to pull up should I ever need to reference it again. If you are looking to for a way to EASILY manage your projects and workflow - this is the software for you.

Nachteile

I dislike the fact that contractors cannot track time in the software. So if I have 10 contractors I use, I have to buy full account access for each of them, even though they may only use the software 2-6 times a year. This has always been my biggest complaint.
Add time tracking to the contractor designation and charge 1/2 of the employee rate.

In Betracht gezogene Alternativen

Basecamp und Asana

Gründe für den Wechsel zu ProWorkflow

Project numbering, project archive, custom task templates, detailed time tracking and reporting.

Vorteile

The main reason we selected ProWorkflow was to track project estimated hours to actual hours and see those results in a clear graphic format. PWF has exceeded our expectations. As our workload has increased, along with the number of projects, PWF has allowed us to stay very organized and work more efficiently. The customer service is outstanding. The PWF account representative is readily available for quick questions and training at any time. This is all inclusive of the overall cost of the software.

Nachteile

The profitability reports can be a bit time consuming to set up. Also, an earlier feature, the ability to show project locations on a map, is no longer available.

Vorteile

I've been using PWF for a year now and see there is potential for this to be a convenient, easy to use tool once development improvements have been implemented. The support staff are friendly and provide assistance where possible. The software enables us to pay per user and grants multiple users to access the platform with individually allocated access rights, allowing us to set security levels pending the role of the user and adjust our monthly payments pending the number of consultants we currently have on board. You are able to live track time which is helpful for our consultants in allocating to billable projects. Review of time entered and staff workload is also a useful function.

Nachteile

I feel this software is still in its developmental stage and has a lot of improvements to be implemented. For example, integration with MYOB is poor and non usable, invoicing fields need expanding (ie choice of PO or street address, ABN field for recipient, etc), templates and emailing tools are very basic and limited, contact listings are restrictive and missing vital fields (ie ABN, PO Box, etc) or requiring double handling (ie single contacts need to be connected to a non existent company, for example where no company is applicable you have to create fake one to connect them contact to), reports need to have more functionality and retrospective time reports come up with errors in date ranges making data inaccurate, add/edit tasks need further options such as sort functions, window resizing/positioning needs to be added, pro bono projects cannot be marked as non billable unless you tick them off as "invoiced" (which is incorrect and misleading). These are just a few of the issues we have recently been struggling with.

Vorteile

We evaluated a lot of platforms and ultimately selected ProWorkFlow. We have been with the platform for over five years so it has worked solidly enough to continue on with it. It's functionality covers the basics and yet has some customization built into it. The best feature is the search function for finding archived projects.

The support team is excellent.

Nachteile

ProWorkFlow has been really slow to roll out new features. In many ways it feels like the platform was left behind by other more progressive platforms. The two biggest cons of the platform is that it is difficult for people to enter time sheets - ProWorkFlow has tried to provide lots of options for doing so but in the end it is overwhelming for employees to find a specific project and a specific task and then log their time. The second issue is that once you build schedules you can't export them in a client ready/friendly version with certain tasks hidden and all of it formatted nicely. We find ourselves rebuilding schedules in Excel for every project.

Vorteile

Proworkflow is wonderful!. When our business was expanding we needed software to manage our workflow, invoicing, project management and so much more and we needed to move out of the spreadsheet nightmare. We carried out a thorough search of products that integrated with Xero, our online accounts and then we did a live comparison and we could find no fault with PWF. We adopted and have used it ever since and we are completely organised as a result. We also are able to scale up or business effortlessly.

Nachteile

Honestly, I can't think of anything right now that I don't like about PWF

Vorteile

Fantastic PM platform for teams with multiple users all looking to collaborate on projects down to the task level. Due dates are great to keep things on time. API integration into BOX is huge for us. We also take advantage of Zapier integration to allow the information import from complete online request forms automatically into the project request.

Nachteile

Some features could be added to improve usability. The option to send a message or file to anyone via email address, not just registered users, and let them respond. The ability for those non-registered users to view a project for say, status, or who is assigned to it. Or the option to give outsiders the ability to view a project status in process. Also, a process for project/task reviews by non-users. For example, a triggered message with a button to approve, or reject, or provide feedback that feeds back directly into the platform. Our users would also like more customization on the "Home" screen as to which detail is displayed rather than the default info.

Vorteile

The thing I like most about PWF is the ease of use. It's really easy to learn and I can train new employees on how to track projects and log their time in a matter of minutes. An additional feature that I like most about PWF is the billing. The ability to track and pull billable hours is second to none.

Nachteile

One feature that I least like is the Summary page. It's the first thing you see when you first open the website and can be intimidating if you see that you have 24 tasks overdue.

Vorteile

I've been a subscriber since 2011.
In the last years the number of new functions skyrocketed.
I love that we can add custom fields, it is really helpful.
I am also happy with the quote and invoice module, the Xero integration is crucial for us.
I can't imagine my company without PWF.

Nachteile

Possible improvements:
- direct email import to projects
- a bit more fancy Fixed Cost Items list editor
- thumbnails for the pictures

Vorteile

It's quick and efficient to track time (can even do it from the app on my phone) and create invoices, even for low-value projects.

Nachteile

Because it's so powerful and has so many features, it can be a bit overwhelming working through the parts and learning how to use it for your own needs. But customer service is second-to-none and they're always available to assist.

Vorteile

We have used Proworkflow for around 10 years and heavily use it for time tracking, resource scheduling, budget management and cost tracking. We run a marketing agency with a team of 13 people and all users rely on PWF for daily management of their billable. The reporting features are strong and customisable. The interface continues to improve and periodic upgrades that always seem o add another level of improvement and usability.

Nachteile

We have seen other more feature rich software options on the market that would improve our client collaboration.

Vorteile

Project management, work scheduling, standard reports, quality of support service; response times to emails; time sheets; time widget;

Nachteile

Financial reporting - being able to export expenses information, in an excel format, functionally - including expense title; description, cost, dated entered into PWF and invoice/d status.
Being able to see the status of the expense on the front screen, rather than drilling into the individual expense would be very beneficial.
Employee Leave - as a time management / project management tool, recording / reporting leave has been overlooked;
There is no ability to duplicate a project.
Recording an employee's hourly rate. There is no provision to record an individual's hourly rate. It would be great if this could be included in Staff Users & Permission profile for each employee and then be exported as part of a report which reports project income against wages expense.
Financial comparisons / breakdown information. It would be great to be able to have a standard report which reports on project income, project expenses and project wages expenses as separate items, in excel format.
Custom Reporting - it is very difficult to discern / interpret how to draft a custom report. The process is ambiguous.

Vorteile

I love the ability to customize my clients schedules

Nachteile

I wish I had more automation options for emailing and followups so ensure nothing gets missed.

In Betracht gezogene Alternativen

HoneyBook

Gründe für den Wechsel zu ProWorkflow

ProWorkFlow is an excellent project management tool and extremely easy to use. I am able to customize the tools to best fit my needs. Customer service is also great and always willing to help with any questions!

Vorteile

I've been using ProWorkFlow for many years now and find the ease of use, as well and the invoicing and quoting management massive time savers. I like how it is perfect for this industry, whether you're a one man band or a large agency.

Nachteile

It does tend to lack some flexibility in the layout, and I'd love to see an App version. the mobile version isn't that great.

Vorteile

Setting up a project template for repeated action items and milestones helps save time on each new project's set up.

Nachteile

It would be nice if the Gantt Chart could print into a readable PDF showing the timeline properly.

In Betracht gezogene Alternativen

monday.com

Warum ProWorkflow gewählt wurde

There wasn't enough detail.

Zuvor genutzte Software

Pipedrive

Vorteile

It gives you the ability to get pretty detailed on your tasks if you want to. It allows you to see all the projects next to their due date on one screen. Tasks can be arranged with specific headings so that tasks can be grouped in separate categories all within one project.

Nachteile

The mobile app felt useless to me (granted, the last time I tried was over a year ago). The app only allowed you to see tasks that you're specifically assigned to in a project. This doesn't help the manager of a department who needs to see the status of all projects.
The software as a whole is not intuitive. Once you've spent time playing around with PWF and creating many projects you have a better grasp of the core functionality, but I feel it takes too long to get to that point.

Vorteile

Simple but robust, does everything we need from time tracking, project/task management and assignment to invoicing

Nachteile

Might not have been the coolest looking option to start with but has gotten steadily better, but regardless, the functionality is the key and it doesn't disappoint

Vorteile

Ease of use - organization, etc.

Nachteile

There are 2-3 things we struggle with:
1) there is not a real space to keep client information , we are web development company and need logins and other areas of reference that cannot easily be located. Sort of a bummer that we have a workaround for, but the larger we get the more unlikely it will be a good solution.

2) the inability to create & link "Tasks" single tasks to a client - we often have trouble tickets where we don't need a full project but do need the documentation of work being being and completed, we haven't figured out a good solution for this and hope SOON you have something to offer. We have the Maintenance or General task but it doesn't link to the client from what we can find anywhere.

3) a wishlist item, storage space - although we use the cloud we don't have a universal network of our files there - so each person will need to add files to tasks, projects they it is something that isn't an issue now, but can be in the near future.

Vorteile

We have been using ProWorkflow for 5 years. It is very easy to use. We can customize general settings, look and feel, and project settings. We are able to create our own project categories, tasks and reports. We are able to easily add additional users when needed.

Nachteile

I would like to see some enhancements to the notes section and contact section. Such as being able to have categories for Notes, like we do for projects. For the contacts tab. Add a tab under Companies for Contacts and Notes. I need to see all my contacts for a company on one page not off to the side. The profile page should display key standard fields, but then I would like to add custom fields too. Such as Customer start date, key contact, account number, etc.

Vorteile

We've transitioned into using PWF as just information tracking to full customer profiles, work flow, time tracking, and complete information hub. Every time we've called and asked for slight changes to the software they've responded in remarkable timelines.
Recommend this for medium to large businesses with lots of information to keep tracked, accessible and organized.
Great way to communicate too.

Nachteile

There could be an app instead of just a mobile site, and with such allow messaging to operate outside of email as an app for staff and clients alike. Also, I think some of the API integration could be a little more robust for a smoother user experience for those users trying to use PWF to it's full capacity.

Vorteile

Ability to organize projects any time from anywhere and delegate tasks effectively.

Nachteile

Xero integration could be improved. It's not possible to make any changes to an invoice after it is sent to Xero. It would also be great to be able to categorize line items into Xero's revenue accounts directly from PWF. Also, I find it takes too long to just add a quick task to a project while on the phone with a client — I always end up keeping notes in a text file because it's faster/easier, and then creating tasks in PWF later when I have more time.

Vorteile

We used to use an in-house/server only program with Filemaker Pro that never had external access - now I can log in anywhere to send scripts to our voice over talent and keep on top of jobs, quotes and invoices - plus we use Xero, so it's great to have that integration with invoices.

Nachteile

There's a couple of quirks in the manner of it being web based, and I'd love to see templates for font sizes in messages and emails out of the system, and occasionally we have issues (not ProWorflow's issue) that some government departments reject the emails out of the PWF system and we have to double check they got them !

Vorteile

Our team are able to collaborate & we are able to manage both projects (development/design) as well as monthly recurring tasks (agency social media posting/community management). ProWorkflow weekly workload app is a life saver & the team proactively have a "tick Friday" were we go home early if all boards are cleared and completed. Our business is able to see where the profitability lies within our services & where we can make improvements. Highly recommend this tool due to its ease of use & flexibility.

Nachteile

For recurring tasks / monthly repetitive services of an agency you cannot just duplicate a current "project" and rename it. This would be an awesome time saving feature to have.

Vorteile

EASY TO USE, YOU CAN NAVIGATE WITH EASE. I ENJOY THE TAG FEATURES.

Nachteile

REPORTING COULD USE IMPROVEMENT. COMMUNICATION AND POSSIBLY MORE MOBILE FREINDLY USE SUCH AS AN APP SHOULD BE CONSIDERED.

Vorteile

This is a simple way to keep track of multiple jobs I am working on simultaneously and track my hours in those jobs. It is also a helpful central resource when needing to dig up information from jobs that I worked on years ago.

Nachteile

Sometimes it feels like there are connectivity issues, where I have to switch over to VPN to re-establish a connection with the software, but I'm not sure if that's on your end or mine.